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Configuring Outlook e-mail settings

April 8, 2010

First thing’s first: Unless your company has implemented the CRM E-mail Router, you’ll need to configure your Outlook to work with CRM.

This will allow Microsoft Dynamics CRM to send e-mails using CRM for Outlook.  Why do you have to manually set Outlook to work with CRM for sending e-mail?  Because Outlook basically assumes that all plugins are viruses and requires that that you manually give CRM permission to send e-mails through Outlook.

 

Step-by-Step Instructions

  1. Click Add-Ins on the Outlook ribbon and then choose the CRM drop-down.
  2. Click Options.
  3. Click the E-mail tab.
  4. Choose the option to allow CRM e-mails to be sent through Outlook and click OK.

Tips & Tricks

  • If you don’t allow Outlook to send e-mails on CRM’s behalf, you will likely receive multiple annoying pop-up messages when CRM attempts to deliver e-mail messages.
  • Each user must individually allow Outlook to send e-mail on behalf of CRM.

 

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